> For the complete documentation index, see [llms.txt](https://docs.slapfive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.slapfive.com/getting-started/release-notes/2021.md). # 2021 ### December 2021 * On the Membership tab, the Members sub-tab now only shows contacts with a Membership Status of Member. There is a new tab called “All” that let’s you see all contacts regardless of Membership Status. ### November 2021 * On the Fulfill Request screen: * You can now “Send Request to Trusted Contact” for a Fulfillment Member. The Trusted Contact receives an email with a link that she can click to update the Status of the Fulfillment Member. This feature can be used to seek approval from the Customer Success Manager to use one of their customers as a reference, and let the CSM give their approval. * On the Fulfillment Members list, there is a new column named “Prompts Sent/Responses” under which you see the number of Prompts that have been sent to the Member to offer them the opportunity to participate in the reference activity, and the number of responses that Member has made to the Prompts. You can click the Prompts Sent/Responses button to see the details of the sent prompts and the responses. * On the Stories tab, the Search and the Advanced Filter have been enhanced as follows: * You can now search and filter on the Story Summary and Transcript fields. * On any of the filter fields where we show a drop-down of unique values, the number of occurrences of each unique value is shown in parenthesis. * The API endpoint to GET Member by MemberID now includes these fields: Activity Types Willing to Do, Topics of Interest, Type, Trusted Contact (name and email address), Active Status, Products Owned, Competitors Replaced, Business Goals/Use Cases. ### October 2021 * The Fulfill Request screen was redesigned to add mechanisms to: * Search, filter and select Members to become Fulfillment Members. * View any Member’s engagement dashboard. * Search, filter and select Boards to become Fulfillment Boards. * Remote Capture now allows a customer to upload a file from their device. This can be used to upload photos or images. * In Client Settings, there is a new field called JavaScript to Load on Board. Any JavaScript pasted here will be executed when any board is rendered. This is useful for running scrips like Google Analytics, Google Tag Manager, and Marketo Lead Scoring. * When a sales rep shares a Board with a prospect, the sales rep is Cc’d on the email that is sent to the prospect. This gives the sales rep confirmation that the email was sent, allows the prospect to respond to the sales rep, and enables the sales rep to forward the email to Salesforce for tracking. ### September 2021 * Member Custom Fields: * In Client Settings, you can now define Custom Fields to appear on the Edit Member screen. * On the Edit Member screen, you can now enter values into Custom Fields. * These custom fields can be rendered on Boards. * These custom fields are accessible via the API. * The remote video capture feature was enhanced to: * Convert videos into mp4 files so they play properly on any browser and can be downloaded. Different devices and browsers use different formats. * Provide a warning on very old browser versions that don’t support video capture. * On the Edit Prompt screen, you can upload an image, and then render that image on Boards. An example use case for this: You have a Board that presents opportunities for customers to engage with your company, the market, or their peers. You can now show a decorative image for each opportunity. ### August 2021 * Topics of Interest for Members: * In Client Settings, you can define a keyword list of Topics of Interest for which a Member might be interested in discussing or receiving information. * On the Edit Member screen, you can now specify Topics of Interest for Members. * The Member advanced filter lets you filter on Topics of Interest. * On the Requests tab, you can now search on any fields on the request, and filter the list of requests by date ranges based on the Request Create Date. * On the Stories tab, the advanced filter now lets you filter on Story Tags. * Member Groups: * You can now delete a Member when that Member is in a Member Group. * If you delete the last Member in a Member Group, it now asks if you would also like to delete the Member Group. * You can now delete Access Links on the Edit Board screen. * When you use the API endpoint to Create/Update Members and include Engagement Notes, the new text now appends to any text that already exists in the Engagement Notes field. ### July 2021 * There is a new Copy URL button for Stories on the Story tab. * When you have a Custom Domain defined in Client Settings, the View Board button will now open the board in a new tab using the Custom Domain. * You can now send a Prompt or Prompt Group to a Member Group. * Member Groups can now be deleted. * The API endpoints for GET and POST Stories now include Tags, Custom Story Label, Status, Captured Date, and Next Review Date. ### June 2021 * All emails sent by SlapFive for notifications and confirmations will now come from sender “” and sender label “SlapFive” unless you have set up the Custom Email Sending Domain feature. This avoids the likely situation of these emails getting blocked by anti-spoofing software. * Requests: * You can now archive old Requests. Simply check the Archived? field for any Request in the “Fulfilled” or “UnFulfilled” columns and it won’t appear in that column unless you check the “Include Archived” box at the top of the list. * For any Request in the “UnFulfilled” column, you can now add a Reason Unfulfilled code. This allows you to track reasons why a request went unfulfilled, such as if the prospect no longer needed it, the deal was lost, etc. * The Create/Update Customers API endpoint will now use the Salesforce Contact ID and Account ID values if passed to check to see if the SlapFive Member or Company, respectively, already exist. If the Contact ID is not matched or passed, it will then check for existing Member using Email Address. If the Account ID is not matched or passed, it will then check for existing Company using Company Name. * The Create Requests API endpoint now includes the ability to pass all the fields on the Request, so that it can now be used both for creating New Requests as well as uploading historical, Fulfilled Requests. ### May 2021 * On the Companies tab, you can click a Company name to see the new Engagement Dashboard for that Company. On this page, you can: * See the rolled up Engagement Score, Response Rate, and days since Last Activity for all Members from this Company. * See Engagement Notes and Permissions for the Company. * See the Activity History for all Members from this Company. * See Stories contributed by any Member from this Company. * See all Boards that contain at least one Story contributed by a Member from this Company. * Requests: * In Client Settings, there is a new field called “New Request Text Explanation”, and the text entered in this field will be displayed at the top of the New Request form. This can be used for things like giving instructions to the requester or explaining your SLA for working requests. * When reviewing Requests in the “New” or “In Progress” columns, the user can assign the Request to a particular user by selecting their user name in the “Assigned To” field. This field can also be specified on the New Request form when initiated from within SlapFive, but not when initiated from within Salesforce. * If a user assigns a Request to another user, that other user will receive a notification that a new Request has been assigned to them. * When a Request is dragged from the “New” or “In Progress” column to the “Fulfilled column”, and there is not already a Fulfilled Date selected, the user will be prompted to see if they want to use today’s date as the Fulfilled On Date. Similarly, if a Request is dragged from the “Fulfilled” column back to the “In Progress” or “New” column, the user will be prompted to see if they want to clear the Fulfilled On Date. * When a new Request is submitted, the requester will now receive a confirmation email. * In Client Settings, you can now define picklist values for a new field called Teams, and if values are defined, a new Team field will appear on the New Request form. * In Client Settings, you can now flag an Activity Type to “Include on Request Form”. When this field is checked, this Activity Type will now appear in the drop-down list for a new field on the New Request form called “Activity Type”. If no Activity Types are flagged with this field, the Activity Type field will not appear on the form. This field is used to allow the Requester or the Marketer to categorize Requests based on the type of activity that is being requested, such as “Take a Customer Reference Call” or “Host a Site Visit”. * Though we don’t recommend this behavior, it is now possible to set a Board so that the videos on that board continue to play when the viewer navigates to another tab in their browser. * You can now display a prompt’s “Create Date”, “Respond By Date”, and “Activity Granted on Response” field values on a board. These fields can be used to create a board that shows current advocacy opportunities that are available to members. * SlapFive API: * There are new endpoints to GET Board Share and Board View history. These will be used by the Revenue Influence Measurement feature. * There is a new endpoint to POST Stories, which can be used to upload existing content into SlapFive, especially links to case studies or press releases from the corporate website. * There is a new endpoint to POST Requests, which can be used to allow anyone from outside of SlapFive or Salesforce to submit a new Request using a simple form. ### April 2021 * The Remote Audio Capture feature has been re-implemented to record the audio locally on the responder’s device, and when the response is saved, the file is uploaded to SlapFive. * The Company advanced filter now lets you multi-select Company-level Permissions to filter the list of companies. * The Edit Member screen now has fields for Nominated By and Nominated Date. These fields can also be populated by your Nomination form. * The GET Requests API endpoint now allows a parameter of ?fulfillmentHoursBack=XX to only retrieve Requests with a Fulfilled On Date within that timeframe. ### March 2021 - Version 3.0 * Remote Video Capture: * This feature has been re-implemented to record the video locally on the responder’s device, and when the response is saved, the video file is uploaded to SlapFive. This eliminates the pixilation (AKA the “Monet Effect”) that could occur in the video from packet loss if the responder has a slow internet connection. It also eliminates the “Connecting” message at the beginning of the prompt response experience, and the “Processing” message after a video is recorded. * New Prompt and Story Types: Many of you want SlapFive to be your single place to manage all of your customer voice assets so you can make everything available to sales reps and other people who need access to all of your great content. To help you do this: * You can create Stories for existing web pages like Press Releases or Case Studies on your website. To do this, you create a Prompt with an Allowable Story Type of “Link”, and create Stories with Story Type of “Link” where you paste the URL. For example, you can create a Prompt called “Press Release” and create a Story for each press release on your website. * You can create Stories for files like Powerpoint slides and PDFs. To do this, you create a Prompt with Allowable Story Type of “File”, and create Stories with Story Type of “File” where you upload the file. For example, you can create a Prompt called “Customer Slide” and create a Story for each customer PowerPoint slide. * When Stories of type “Link” or “File” appear in a list of Stories, when you click the Preview button, it will take you directly to the linked page or open the file, respectively. * To help you give identifying names to the new “Link” and “File” type Stories, there is a new field on the Story that lets you enter a “Custom Story Label”. For example, if you have 10 Stories that use the Prompt for “Press Release”, you can enter a Custom Story Label with the headline of the Press Release. When any story with a Custom Story Label appears in a list of Stories, it automatically displays the Custom Story Label in place of the Prompt Name. * Company enhancements: Many of you want to manage and track information, membership status, and permissions at a client Company level. To help you do this: * There is a separate tab for Companies. A Company can be created without a Member. * You can now track Company-level permissions, such as “Can use logo on our website” and “Referenceable”. In your Client Settings, you define your Company Permission Types, and then on the Company record, you select values of “Granted”, “Denied”, or “Unknown”. * There are new fields on the Company record for Member Status and Active Status to track where a Company stands in your customer program. * If you have a customer that has a legal restriction that you can’t use their company name under any circumstances, there is a new field for “Anonymized Company Name” that lets you enter a value such as “Global Pharmaceutical Company” to anonymize the company name. * There is an advanced filter on the Company list to search and filter on all fields. * Any user can be set to receive notifications of responses to both Direct and Open Prompts by checking the field on the User screen. Previously, only the sender of a Direct Prompt received a notification when a response came in. * Salesforce.com integration: * You can now show embedded lists of Boards and Stories within a primary tab in Salesforce, or within a Related List on any object. * These embedded lists apply “Viewer” role access, so there is no ability to edit or delete the information. * When Salesforce users view these lists, they are authenticated with SSO so they don’t need to be set up as users of SlapFive. * Sales people can share boards and stories, and copy URLs. * When a Request is submitted from the Request References button on a Salesforce Opportunity record, it now adds the Opportunity ID to the Request record. This will be used for upcoming Influence Reporting. * It is now possible to restrict the viewing of certain boards to that only users who are authenticated to your network can view the board. This requires SSO integration with your identity provider. ### February 2021 * To make it easier to manage Member Company information, there is a separate tab for Companies. A Company can be created without a Member. * You can create a Custom Domain so that viewers of your board feel like they are on one of your web properties. When defined, boards render with a URL like rather than , and when boards are shared or when you click the Copy URL button for a board, it generates the custom domain. [See the setup instructions](https://slapfiveold.jeffernst.com/custom-domain/). * Requests: * When creating a new Request, you can override the Request Date. * After a Request is created, the marketer can edit the Request Date, Requested By, and Need By Date. * The “Tags” field was removed from the Request entry screen. * API: * There are new API endpoints for getting all Activity records and getting Activity records that have been created/edited in the last XX hours. This can be used for synching Activity History with Salesforce.com or other apps. * There is a new API endpoint for getting all Requests. This can be used for exporting Requests history to a spreadsheet for analysis. * The API endpoints for getting all Boards and for getting all Boards that have been created/edited in the last XX hours now get the Board URL, Board Headline and Board Body fields. These are needed for those of you who are pushing Boards to Salesforce or your Sales Portal apps so you have more descriptive information for sales reps using the boards. * The API endpoints for getting Members and creating new members now have parameters for Membership Status, Engagement Note, Engagement Score, Last Engagement Date, and Matching Field 1, 2, and 3. * In Boards, you can now display a customer’s first name and last name separately. Previously you could only display the customer’s full name. ### January 2021 * To drive more customer-to-customer engagement, you can now create Board Groups so that when any one board in the group is being displayed, there is a list of Related Boards in the sidebar. As an example, this can be used if you have a “Topic of the Month” engagement tactic where you want to allow customers to share their perspective on an important topic in their field, and share the responses with all customers.